The Customers Screen & Customer Profile
Search and filter your customer list, then open any shopper's full profile — contact details, lifetime spend, saved addresses, order history, and your own notes.
Go to Customers in the left navigation. Every person who has registered an account or placed an order on your store appears here automatically — there is nothing to set up. The list builds itself as shoppers arrive.
The Customers list
Key points
- The list is a single, searchable register of every registered shopper on your store.
- Search by name, email, or phone — results update as you type.
- Filter by status: all shoppers, active, inactive, or locked (accounts blocked because your plan's customer limit was reached).
- Sort any column — name, sign-up date, order count — to find your best or most recent customers.
- Export the list to CSV for offline analysis, CRM import, or marketing campaigns.
Click any row to open that shopper's full profile. It navigates straight to the detail page — the row itself isn't a quick-preview, it's the same action every time.
Export availability depends on your plan
Customer export is a plan-gated feature. On plans that don't include it, the export button shows an upgrade prompt instead of downloading a file — see Pricing & Plans to check what your current plan includes.
If your plan has a customer limit
A progress bar at the top of the screen shows how many of your plan's customer-account allowance you've used. At 80% capacity a warning banner appears with a one-click path to Customers → locked accounts, so you can see exactly which accounts are affected before you decide whether to upgrade.
New in the redesigned admin (v2): segments, a KPI strip, and bulk tools
If your store is on the newer admin sidebar, the Customers screen replaces the v1 status dropdown with a richer set of tools. Everything below is v2-only — the classic admin keeps the simpler list described above.
What v2 adds
- Segment tabs — All, VIP, At-risk, Inactive, and New — replace the status dropdown, each with a live count. VIP and At-risk are based on order history and recency; the tab lights up with an urgent indicator when there's at least one at-risk customer.
- City filter — a second search box next to the name/email/phone search, so you can narrow the list to shoppers in a specific city.
- A KPI strip across the top: Total customers, New this month, Repeat buyer rate, and At-risk rate — read-only, calculated from the current list.
- A "Customer of the month" banner highlighting your single top-spending customer this month, with a one-click View profile button. It's a cosmetic highlight, not a program you configure.
- Bulk select — a checkbox column plus a select-all checkbox — brings up a bulk action bar for the selected rows: Export (downloads a CSV of just the selected customers), Send broadcast, and Delete.
- A row's kebab menu offers three actions instead of only opening the profile: View details (same as clicking the row), Quick peek (a side drawer with the customer's segment and a quick stat, without leaving the list), and Message on WhatsApp (opens
wa.mein a new tab with a pre-filled greeting, using the customer's saved phone number). - Empty states — a first-time "no customers yet" state with a Share store prompt, and a separate "no customers match your filters" state with a Clear filters button when a search or filter narrows the list to nothing.
Bulk Send broadcast and bulk Delete aren't wired up yet
Selecting rows and choosing Export from the bulk action bar works today — it downloads a CSV of just the customers you selected. Send broadcast and Delete appear in the same bar and show a confirmation step, but neither is connected to a working action yet: broadcast shows a "coming soon" message, and confirming a bulk delete fails because the store's backend doesn't have that endpoint. Don't rely on either for managing your list today — deactivate or reach out to customers one at a time from their profile instead.
The Customer Profile
Click any name in the list and the full Customer Profile opens — a detailed view of everything that shopper has done on your store.
Screen: Customers → (any customer row) → Customer Profile
What's on the profile
- Header — name, contact details, and account status at a glance.
- Stats bar — three headline numbers calculated from real payment data: Total Orders, Total Spent, and Average Order Value.
- Order history — every order this customer has ever placed. Click any order to open its full detail — items, quantities, payment status, shipping status — without leaving the customer's page.
- Saved addresses — every delivery address the customer has on file, useful for resolving shipping questions or confirming a re-order.
- Notes — a private, admin-only note thread you can add to while working a case; customers never see these. Notes are only available on the redesigned (v2) admin sidebar — the classic admin's profile page has no notes UI at all.
The lifetime figures in the stats bar are totalled across the customer's entire history, not just what's visible on the current page — they stay accurate even for a customer with hundreds of orders.
Spotting your best customers
A customer with a high order count and a high average order value is a VIP shopper worth prioritizing — early access to new products, a personal thank-you, or simply faster support when they do have a problem.
New in the redesigned admin (v2): a six-tab profile
The classic admin's Customer Profile is a single stacked page — header, stats, addresses, and orders, one below the other. The redesigned (v2) admin restructures the same profile into six tabs: Overview, Orders, Addresses, Notes, Tickets, and Activity.
What each v2 tab shows
- Overview — a spend-over-time chart, a "her favourites" grid of the customer's most-repeated products, an order-story timeline (recent orders as cards), and an "about her" panel combining her saved address, your notes, and a link into her tickets. A "reach her" card gives one-click WhatsApp, SMS, and Email links pre-filled with her saved phone/email, plus Copy buttons for her phone number and email address.
- Orders — the same order history as v1, listed on its own tab.
- Addresses — the same saved-addresses list as v1, on its own tab.
- Notes — the private admin-only note thread (v2-only, as noted above).
- Tickets — the customer's own support tickets, shown inline with subject, status, priority, and date, plus a View all tickets link that opens the full ticket queue filtered to this customer.
- Activity — a timeline of this customer's recent account activity (event type, description, and date).
WhatsApp last-seen
The Overview tab's "reach her" card shows a WhatsApp last-seen line — this is a coming-soon placeholder and doesn't reflect a real WhatsApp status today.
What isn't available today
Adding a customer manually isn't a working action yet
The Customers screen has a dialog for manually adding a new customer, but the store's backend doesn't yet have the endpoint that dialog needs to save a record — attempting to use it fails. Today, the only way a customer enters your Customers list is by registering or ordering on your storefront themselves. Treat "Add Customer" as not yet available.
A few actions that appear in menus on some screens aren't wired up yet either: exporting a single customer's data from their profile, searching for a duplicate customer to merge two records together, confirming a block action from the profile's action menu, and the profile's Send broadcast action — it opens a WhatsApp/Email/SMS message composer, but pressing send only clears the box and closes it; no message actually goes out. If you need to restrict a customer's access, consolidate duplicate accounts, or message a customer directly, treat these as on the way rather than available now — use the "reach her" WhatsApp/SMS/Email links on the Overview tab instead, which do open a real conversation in your device's own app.
Data privacy
Anonymizing or erasing a customer's data
There's no button in the Customers screen for anonymizing or erasing a shopper's personal data. If a customer asks you to delete or anonymize their data — for example, under a privacy regulation like GDPR — raise a ticket with BillionBiz support and the request will be handled on your behalf.
Next steps
- Review Moderation — approve or reject the reviews your customers leave.
- Support Tickets & Admin Notifications — a repeat buyer's ticket is one click from their full profile.